PRODUCT DEVELOPMENT & MANAGEMENT
New Form Required on All Universal, Term and Final Expense Products in CA
A new Beneficiary/Additional Insured Information (BAII) supplemental form (DMF 2014) is required with applications on all Transamerica universal, term and Final Expense products. Note: TransNavigator® IUL does not require this new form. For state variations of the form, please visit TransACT® and click on Sales Tools, then on Transamerica Forms under eOrdering. Fill out the prompts for the specific product and state and you’ll find it under DMF 2014.
* If applications are signed on or before November 16, 2015, the new BAII Supplemental Form will not be required.
* If applications are signed between November 17, 2015 and January 2, 2016, the new form will be a delivery requirement for policy placement if the form was not returned prior to policy print.
* If applications are signed on or after January 3, 2016, the new form is needed prior to policy print.
Gain Foreign Nationals Insights with the Recent InsurablesSM Learn and Earn Module
Are you selling life insurance to the lucrative Foreign Nationals market? If you currently do or are curious about the market, be sure to check out the InsurablesSM Foreign Nationals module. Meet Mr. Li and watch a short video to learn sales tips while earning your chance at sweepstakes prizes and a 10% commission bonus on your next IUL sale. Click here to start learning and earning. Please note: Selling agents in New York, Guam, Puerto Rico, those specializing in institutional sales and those located outside of the domestic U.S. are excluded from the program.